Spring Training for Business Owners: Week 2

March 19, 2024 | Steven Lowe


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  • What is the value of my Business?

  • What are the current market valuation trends and multipliers for Businesses like mine?

  • Why is it important that I know what my Business is worth?

  • Will my Business provide adequate funds for retirement if I sell my Business?

  • Does the potential growth and future value of my Business indicate it may be time to look at an Estate Freeze?

  • What is the potential tax cost at death created by the value of my Business and can my Business fund this?

  • How is the value of my Business determined in my shareholder agreement?

  • What happens with my business interest and my partners in the event of death, disability, etc.?

  • What can I change in my Business to maximize value?

  • What internal, external, and financial factors does a potential purchaser look for?

  • What is the best exit option for me and my Business?

  • What is the typical sale process and timeline

Our Week 1 post can be found her if you haven't seen it yet: Spring Training for Business Owners: Week 1

 

If my Spring Training Program might be useful to you and/or your business, please reach out.

 

Steven Lowe
Investment & Wealth Advisor
519-376-0501
steven.lowe@rbc.com